See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,734 | $102,616-41.8% | $81,983-27.1% | $158,922-62.4% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.2%-47.0pp | 82.0%-59.7pp |
| Annual return | 9.55% | 61.04%-51.5pp | 41.31%-31.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $528 | $4,648-88.7% | $3,722-85.8% | $5,982-91.2% |
| Admin fee / account holder | $5,014 | $8,235-39.1% | $5,664-11.5% | $11,246-55.4% |